Position in ING
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$545,917
+$98,639 QoQ
Shares Held
17,397
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#272
of 584 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ING Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. ING ranks #17 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
|
20,470 | $1,014,493 |
All Filings in ING
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,917 | 17,397 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $447,278 | 17,170 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $461,412 | 16,479 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $429,172 | 16,456 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $356,590 | 16,305 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $302,371 | 15,435 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $226,776 | 14,472 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $239,566 | 13,192 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $230,430 | 13,444 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $212,193 | 12,868 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $189,882 | 12,642 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $163,484 | 12,404 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $156,305 | 11,604 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||